Blogs

Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met.  A lot of nonprofit organizations face challenges around maintaining relationships . Microsoft Dynamics 365 provides a relationship management system that can help nonprofits achieve the strategic goals  of their mission offering a complete view of the relationships and campaigns as well as opportunities for operational enhancements and cost savings. Microsoft Dynamics 365 helps a nonprofit to transition ...

Think of all the time spent between opening an email, reviewing a ticket, solving queries, replying with relevant information, and then getting back to work. Add up those minutes of lengthy interruptions, and you realize why your team couldn't finish priority tasks on time.  To reduce those disruptions and free your support team, you need a solution that would manage all the customer-centric tasks and improve collaborations. And that's what a Dynamics 365 Customer Portal does! It makes the task of managing cases, documents, sheets, and accounts seamless. It not only maintains the database but also keeps the record in detail. However, many Dynamics ...

Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. Why do we need to update JavaScript? The updates depend on the requirements. If the requirements change, we need to update our JavaScript code . How can we change the existing Web Resource JavaScript code? To update the code, you don’t need to start from scratch. Chances are that you have put in a lot of time and resources into creating the Web Resources for the forms in your current CRM ...

Microsoft Dynamics CRM 365 helps nonprofits  to build strong relationships with donors, volunteers, and clients daily. They have created a solution that changes a powerful sales and marketing tool into a robust CRM tailored to non-profit needs. It provides a powerful yet user-friendly solution that can accelerate your operations which is both flexible and budget effective in nature coinciding with your nonprofit requirements. And in a data-centric world, if you’re using any sort of fundraising software to help you manage your nonprofit’s operations mostly you must have gathered a profusion of data in your database. However, if you have started ...

You may wonder whether nonprofits need a  CRM solution ? The answer is almost always a ‘Yes!’. Whether it’s a big conglomerate or a small firm or an association, a CRM helps a company manage its contact details, strengthen its relationships and foster new ones. While their serviceability may not appear applicable from a nonprofit stance, CRM solutions are extremely valuable for mission-driven organizations. From maintaining relationships with clients/donors to splitting benefactors by issue and interest areas, tracking membership activities, and streamlining the grant process, CRMs enable nonprofits the power to handle their data confidently and efficiently. ...

In any  Microsoft Dynamics CRM instance, there are functionalities requested by the clients that go beyond the functionalities offered by the out-of-the-box CRM instance. To deliver these functionalities we often need to write Java. As a developer, if you have coded long enough on a project and know the CRM instance well, it is very easy to get complacent. It could also be that you’re tired. You need to just get the functionality out of the way and go home. And it is precisely during such times that the best practices are thrown out of the window. When we do that, it will eventually come back to make you realize your folly in some way or the other. ...

I have spent quite a few years in the Dynamics CRM domain and have come across more than a few clients requesting to Customize the dialog box that appears when a user clicks on the Opportunity Close button. This is essentially a way to capture the information when the Opportunity is being closed. If it is won, then the user may want to update what was the Actual Revenue, when was it closed, and any other comments. In case of this being lost then What is the reason (Cancelled, out-sold), when was it closed, who was the Competitor it was lost to, any comments, etc. This information that is captured through this dialog box helps the Sales staff make better ...

For a non-profit preparing for even fundamental activities like building relationships with clients, donors, and volunteers especially in the current world scenario can be quite daunting without the right tools and applications. Thankfully, software solutions like  Dynamics 365 which is set up to support such good causes , and such organizations gain admittance to platforms that help them in accomplishing more. Let’s talk a bit about Microsoft’s philosophical stance: Microsoft is popular for supporting philanthropic organizations at very reasonable costs, and its business programming suite is no different. An assortment of cloud-based applications ...

I ran into a feature the other day that I thought would be worth writing a blog about. This feature has been around for a while, but I felt that it might be in existence without a lot of us noticing, and will definitely help a lot of us, so here it goes! Why is the knowledge base search disabled in the form editor? About Knowledge Base Search: Setting up a comprehensive knowledge base is the key to increased customer satisfaction and improved productivity. A knowledge base is created to help the customer service reps (CSR) with solutions to the most common issues so that they can assist customers quickly. This decreases the time to help customers or ...

Purchasing and implementing a  new CRM solution can be an exciting yet a challenging endeavor. Your small and mid-sized business (SMB) is keen on taking steps to streamline its workflow, and employees aim to gain new features and tools to assist them during their work.  Now, as an SMB, you are a part of this digital revolution, therefore your staff needs to match pace. Empowering your team members with the knowledge of handling the latest technology can be the biggest blessing. Implementing the latest and best CRM solution isn’t the end of the road. It’s the start of the revolution. Your teams-sales, marketing, customer service, need to be trained on ...